Roger Wohlner
Roger is a financial writer who brings his extensive experience as a financial advisor to his writing. Fluent on a wide range of financial topics, his work has been featured in MarketWatch, TheStreet, Investopedia, Morningstar Magazine, GOBankingRates, US News & World Report, Yahoo! Finance, The Motley Fool and a number of other sites. Roger ghostwrites extensively for financial advisors, financial services providers and investment managers. In addition to his work as a financial writer, Roger has over 20 years of experience as a financial advisor. Roger earned his bachelor’s degree in finance from the University of Wisconsin-Oshkosh and his MBA from Marquette University. Check out Roger’s LinkedIn profile.

February 03, 2023
Secure 2.0 Adds RMD Flexibility for Surviving Spouses

January 27, 2023
Secure 2.0: How to Use New RMD, Roth Account Rules in Client Plans

January 13, 2023
7 Topics to Cover in Your First Meeting With a New Client

January 10, 2023
Accredited Investor vs. Qualified Purchaser: What's the Difference?

January 09, 2023
The Big Risk in Stock-Based Compensation, and How Advisors Can Help

December 31, 2022
Does a Charitable Trust Make Sense for Your Client?

December 28, 2022
Venmo, PayPal and Taxes: What to Know About the Latest IRS Rule Change

December 21, 2022